Hoertkorn Richard Charles’s Realty Income O Stock Holding History

Hoertkorn Richard Charles’s Portfolio O Stock Details O Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$38.4K	Hold	666	–	–	0.02%	56
2025 Q1	$38.6K	Hold	666	–	–	0.02%	56
2024 Q4	$35.6K	Hold	666	–	–	0.01%	60
2024 Q3	$42.2K	Hold	666	–	–	0.02%	61
2024 Q2	$35.2K	Hold	666	–	–	0.02%	62
2024 Q1	$36K	Hold	666	–	–	0.02%	59
2023 Q4	$38.2K	Hold	666	–	–	0.02%	59
2023 Q3	$33.3K	Hold	666	–	–	0.02%	60
2023 Q2	$39.8K	Hold	666	–	–	0.02%	59
2023 Q1	$42.2K	Hold	666	–	–	0.02%	60
2022 Q4	$42.2K	Hold	666	–	–	0.02%	58
2022 Q3	$39K	Hold	666	–	–	0.02%	56
2022 Q2	$45K	Hold	666	–	–	0.02%	56
2022 Q1	$46K	Hold	666	–	–	0.02%	59
2021 Q4	$48K	Sell	666 -21	-3%	-$1.51K	0.02%	61
2021 Q3	$43K	Hold	687	–	–	0.02%	62
2021 Q2	$44K	Hold	687	–	–	0.02%	61
2021 Q1	$42K	Hold	687	–	–	0.02%	61
2020 Q4	$41K	Hold	687	–	–	0.02%	63
2020 Q3	$40K	Hold	687	–	–	0.03%	63
2020 Q2	$40K	Hold	687	–	–	0.03%	62
2020 Q1	$33K	Hold	687	–	–	0.03%	61
2019 Q4	$49K	Hold	687	–	–	0.03%	59
2019 Q3	$51K	Hold	687	–	–	0.03%	59
2019 Q2	$46K	Hold	687	–	–	0.03%	60
2019 Q1	$49K	Hold	687	–	–	0.03%	60
2018 Q4	$42K	Hold	687	–	–	0.03%	65
2018 Q3	$38K	Hold	687	–	–	0.02%	69
2018 Q2	$36K	Hold	687	–	–	0.02%	68
2018 Q1	$34K	Hold	687	–	–	0.02%	69
2017 Q4	$38K	Hold	687	–	–	0.02%	69
2017 Q3	$38K	Hold	687	–	–	0.02%	69
2017 Q2	$37K	Hold	687	–	–	0.02%	68
2017 Q1	$40K	Hold	687	–	–	0.03%	67
2016 Q4	$38K	Hold	687	–	–	0.03%	67
2016 Q3	$45K	Hold	687	–	–	0.04%	64
2016 Q2	$46K	Hold	687	–	–	0.04%	67
2016 Q1	$42K	Hold	687	–	–	0.03%	68
2015 Q4	$34K	Hold	687	–	–	0.03%	76
2015 Q3	$32K	Hold	687	–	–	0.03%	77
2015 Q2	$30K	Hold	687	–	–	0.02%	76
2015 Q1	$34K	Hold	687	–	–	0.03%	73
2014 Q4	$32K	Hold	687	–	–	0.02%	74
2014 Q3	$27K	Hold	687	–	–	0.02%	72
2014 Q2	$30K	Hold	687	–	–	0.02%	71
2014 Q1	$27K	Hold	687	–	–	0.02%	71
2013 Q4	$25K	Buy	+687	New	+$25K	0.02%	76